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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,177 | $156,398-93.5% | $147,318-93.1% | $138,895-92.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 6.47% | 78.75%-72.3pp | 70.43%-64.0pp | 145.39%-138.9pp |
| Employer contribution / active EE | $2,143 | $4,853-55.8% | $4,593-53.3% | $4,194-48.9% |
| Participant deferral / active EE | $3,439 | $8,237-58.2% | $7,906-56.5% | $6,396-46.2% |
| Admin fee / account holder | $14,631 | $14,976-2.3% | $13,708+6.7% | $12,562+16.5% |